|
1
|
Paragon Advisors
College Station,
Texas
|
$12M
|
+$851K
|
+12,326
|
+8%
|
|
|
2
|
Wealthstream Advisors
New York
|
$8.05M
|
+$1.87M
|
+27,163
|
+31%
|
|
|
3
|
Nova R Wealth
Overland Park,
Kansas
|
$7.64M
|
+$538K
|
+7,792
|
+8%
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.36M
|
+$186K
|
+2,690
|
+4%
|
|
|
5
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.98M
|
-$135K
|
-1,963
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.78M
|
+$870K
|
+12,602
|
+22%
|
|
|
7
|
FMB Wealth Management
Westlake Village,
California
|
$4.2M
|
-$70.7K
|
-1,025
|
-2%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$4.15M
|
+$485K
|
+7,029
|
+13%
|
|
|
9
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$3.82M
|
+$301K
|
+4,361
|
+9%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.78M
|
+$674K
|
+9,768
|
+22%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$2.47M
|
+$2.46M
|
+35,635
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$2.21M
|
+$23.8K
|
+345
|
+1%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.12M
|
+$643K
|
+9,325
|
+44%
|
|
|
14
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.97M
|
+$152K
|
+2,199
|
+8%
|
|
|
15
|
WR Wealth Planners
Columbia,
Missouri
|
$1.65M
|
+$141K
|
+2,042
|
+9%
|
|
|
16
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.55M
|
+$76K
|
+1,102
|
+5%
|
|
|
17
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.5M
|
+$165K
|
+2,386
|
+12%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$1.5M
|
+$918K
|
+13,297
|
+163%
|
|
|
19
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.49M
|
+$9.32K
|
+135
|
+0.6%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$1.43M
|
+$103K
|
+1,499
|
+8%
|
|
|
21
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.25M
|
-$54.6K
|
-791
|
-4%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$1.21M
|
-$37.6K
|
-545
|
-3%
|
|
|
23
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.21M
|
+$301K
|
+4,360
|
+33%
|
|
|
24
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.06M
|
-$149K
|
-2,161
|
-12%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$968K
|
+$614K
|
+8,902
|
+176%
|
|
